Managing Director, Investment Banking

Mariner

3d•$300,000 - $350,000

About The Position

Mariner is seeking a Managing Director, Investment Banking to lead business development, advisory, and transaction execution for emerging middle-market companies, with a focus on founder-led and privately held businesses. This senior leader will originate new opportunities, build trusted relationships across Mariner’s advisor ecosystem, and guide clients through mergers and acquisitions, capital raises, liquidity events, and other strategic transactions. The ideal candidate is a proven investment banking professional with strong client relationship skills, deep transaction experience, and the ability to deliver thoughtful, holistic solutions that support business owners through critical growth, transition, and succession decisions.

Requirements

Bachelor's degree in finance or related field
12+ years of investment banking experience with a focus on middle market transactions
FINRA Series SIE, 82, 79, 63)

Responsibilities

Originate and cultivate middle-market investment banking opportunities by developing relationships with business owners, private equity firms, strategic acquirers, and referral sources to build a sustainable transaction pipeline.
Leverage Mariner's advisor network to identify, source, and convert sell-side, recapitalization, and strategic advisory opportunities across client portfolios while positioning the firm as a trusted investment banking partner.
Serve as a strategic advisor to founder-led businesses, guiding clients through liquidity events, ownership transitions, valuation strategies, transaction structures, and exit planning aligned with long-term financial objectives.
Lead client engagements throughout the transaction lifecycle, providing senior-level advisory services with exceptional professionalism, discretion, and client-focused execution.
Direct end-to-end transaction execution, overseeing due diligence, financial marketing materials, buyer outreach, negotiations, and successful deal closings while ensuring superior client outcomes.
Partner cross-functionally with investment banking, wealth advisory, legal, compliance, and operations teams to deliver integrated, high-quality advisory solutions that align with clients' broader wealth management strategies.
Drive business growth and market expansion by enhancing Mariner's investment banking platform, strengthening strategic relationships, and increasing awareness of the firm's differentiated advisor-aligned capabilities.
Maintain accountability for transaction quality, execution timelines, and client satisfaction, ensuring successful deal delivery while managing multiple concurrent engagements.
Support advisor acquisition and retention initiatives by integrating investment banking capabilities into the firm's broader wealth management offering and demonstrating the value of comprehensive client solutions.
Mentor and develop investment banking professionals, fostering a collaborative, high-performance culture focused on professional growth, operational excellence, and exceptional client service.